Your BU Customers -
Status & Refund Wise
Your BU’s Status Wise Customer Report tracks the current status of each customer, detailing their verification progress and interactions.
- Customer Information: Includes customer name, brand name, and sign-up date.
- Status Updates: Shows the current verification status and any scheduled follow-up actions.
- Timeliness: Indicates any delays in the verification process.
- Interest Level: Records whether the customer is interested or not.
- Actions and Notes: Lists possible actions and any additional notes for each customer.
Additionally, your BU’s Refund Wise Customer Report helps you monitor the handling of refund requests, wire recalls, and chargebacks by each agent.
- Agent Performance: Lists the number of refund requests (approved, rejected, pending), chargebacks, and wire recalls managed by each agent.